Aon Miller is a CFP® professional with 28 years of experience and a co-advisor at AM Investment Strategies, LLC since 2012. He serves as Vice Chairman of the City of Chattanooga General Pension Plan board and holds board positions with several golf associations and nonprofits, including the Tennessee Golf Association, Southern Golf Association, The Honors Course, and the Cleveland State Community College Foundation. Miller is also a licensed insurance agent. AM Investment Strategies, LLC provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm manages approximately $738 million and employs a fundamental, equity-tilted investment approach tailored to client risk tolerance, utilizing a range of securities and alternative investments.

James Place is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Evergreen Advisors, LLC since 2008. In addition to his advisory role, he is an independent insurance agent and co-hosts a daily financial radio show in Chattanooga, TN. Evergreen Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, managing approximately $465 million in client assets. The firm provides portfolio management, financial planning, and consulting services with an emphasis on long-term investment strategies and client-specific asset allocation models.

Laura Owsley is a financial advisor at AM Investment Strategies, LLC with 19 years of industry experience. She holds a Series 66 designation and has been with AM Investment Strategies since 2012. Laura is also a licensed insurance agent and may recommend insurance products on a fully disclosed commission basis. AM Investment Strategies provides discretionary and non-discretionary investment management, limited financial planning, and retirement-plan fiduciary consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $738 million and employs fundamental analysis and proprietary strategies to build customized, equity-tilted portfolios tailored to client risk tolerance and goals.

Samuel Payne is a financial advisor with Innovative Advisory Partners, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Innovative Advisory Partners, Franklin Wealth Management, and LPL Financial since 2018. Prior to his advisory career, he was involved with Missionary Evangelism Inc, operating the Macedonian Christian Academy from 2011 to 2018. Innovative Advisory Partners, LLC, doing business as Franklin Wealth Management, serves individuals and high-net-worth clients, focusing on business-minded professionals and intergenerational planning. The firm offers portfolio management, financial planning, retirement-plan rollover guidance, and consulting, using both static and dynamic model strategies along with a held-away asset aggregation platform to provide comprehensive wealth management and client education.

John Garmany Jr. is a financial advisor with Apex Strategic Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Apex Strategic Wealth since 2020 and previously held roles with Innovative Advisory Partners and LPL Financial. Apex Strategic Wealth, LLC provides wealth management and financial planning services to both individual and institutional clients, offering portfolio management, written financial plans, and program-based portfolio solutions. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios tailored to documented client objectives and risk profiles.

Stephen Wilkins is a financial advisor at Patton Albertson Miller Group, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Patton Albertson Miller Group in 2023, he worked at Fidelity Investments, Apple, Inc., and Vail Resorts, among other organizations. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including discretionary portfolio management, financial planning, trust and fiduciary services, and access to alternative investments and private fund platforms.

Raymond Ryan is a CFA® charterholder with 22 years of industry experience. He has been with Patten And Patten, Inc. since 1999. In addition to his advisory role, he serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten, Inc. provides discretionary investment management to a diverse client base including individuals, families, retirement plans, and institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, typically maintaining a diversified portfolio of 30–40 equity positions.

Andrew Cook is a CFP® professional with 14 years of industry experience, currently serving as an advisor at HHM Wealth Advisors, LLC since 2012. He is based in Chattanooga, TN. HHM Wealth Advisors provides fee-based investment advisory services to a range of clients including individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm develops personalized investment strategies managed mostly on a discretionary basis and offers comprehensive financial planning, portfolio management, and retirement plan consulting.

Donald Vanlandingham Jr. is a PFS™ credentialed advisor with 24 years of industry experience. He has been with Guardian Wealth Management, Inc. since 1997. Outside of advising, he is an investment partner and owner of a commercial office building in Chattanooga, TN. Guardian Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning, using diversified portfolios generally built with mutual funds and ETFs. The firm applies Modern Portfolio Theory and efficient-frontier concepts while providing tailored advice across investment, retirement, estate, charitable, education, and business-focused planning areas.

Frederick Supan is a financial advisor with Patton Albertson Miller Group, LLC in Chattanooga, TN, holding a Series 65 credential and 13 years of industry experience. He has been with the Patton Albertson Miller Group since 2015, following two years at Patton Albertson & Miller LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management with access to alternative investments and comprehensive services including trust and fiduciary services, cash-flow and tax planning, and project-based consulting such as business succession and real estate transaction support.

Carolyn Fryar is a financial advisor at Innovative Advisory Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Franklin Wealth Management, Equitable Advisors LLC, and First Tennessee Brokerage, Inc. Fryar serves on the boards of the Kidney Foundation of Chattanooga and the Southeast Chapter American Red Cross. Innovative Advisory Partners, LLC advises individuals and high-net-worth clients, focusing on business-minded professionals and intergenerational planning. The firm offers portfolio management, financial planning, and retirement-plan guidance, using model strategies and a held-away asset aggregation platform to extend oversight beyond traditional custodial accounts.

Travis Hutchinson is a CFP® with 21 years of industry experience, currently serving at HHM Wealth Advisors, LLC since 2009. He also has a long-term affiliation with Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. HHM Wealth Advisors serves a diverse client base including individuals, families, trusts, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental analysis with diversified asset allocations and manages over $1.45 billion in discretionary assets.

Cory Colquette is a financial advisor with Optivise Advisory Services LLC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He also operates The Colquette Group, offering life insurance consulting, and provides tax preparation and accounting services as a certified public accountant. Optivise Advisory Services delivers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans, using discretionary model portfolios and a co-advisory program for defined contribution plans. The firm offers ongoing account monitoring and a subscription-based co-advisory service for plan participants, along with compliance and operational consulting services to other advisers.

Mark Fleck is a CFA® charterholder with 11 years of industry experience and has been with Patten and Patten, Inc. since 2008. He is based in Chattanooga, TN, and serves as an Adjunct Professor of Finance at The University of Tennessee, Chattanooga. Patten and Patten provides discretionary investment management to a diverse client base including individuals, families, retirement plans, trusts, and institutional accounts. The firm follows an active, valuation-driven investment process focused on large- and mid-cap equities and investment-grade fixed income, typically maintaining 30–40 equity positions to limit concentration.

Jones Krogh is a CFP® professional with 12 years of industry experience, currently serving at HHM Wealth Advisors, LLC in Chattanooga, TN. He has worked at Henderson, Hutcherson & McCullough PLLC since 2012 and at Frazier & Deeter, LLC since 2008. In addition to his advisory role, Krogh is a licensed insurance agent and performs seasonal tax preparation as a tax manager at Henderson, Hutcherson & McCullough PLLC. HHM Wealth Advisors, LLC provides fee-based investment advisory services to a diverse client base including individuals, families, trusts, and business retirement plans. The firm manages over $1.37 billion in discretionary assets, offering tailored investment strategies and comprehensive financial planning with an emphasis on fiduciary IRA rollover guidance and retirement-plan consulting.

Amy Stone is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Acumen Wealth Advisors, LLC since 2016. Outside of her advisory role, she is also an insurance agent with The ASA Group. Acumen Wealth Advisors serves individuals, trusts, corporations, employee benefit plans, and private investment funds, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach with tactical flexibility and acts as a private fund sponsor and manager, providing advisory services for affiliated private real estate funds.

Gene Rice is a financial advisor at Wealth Preservation Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Preservation Advisors since 2014. In addition to his advisory role, Mr. Rice is a licensed insurance agent and occasionally conducts insurance product sales. Wealth Preservation Advisors serves individuals, businesses, trusts, and employer retirement plans by providing portfolio management, retirement plan consulting, and assistance in selecting sub-advisers. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis, with strategies that include the use of options, margin transactions, and alternative investments.

William Decosimo is a CFA® charterholder with nine years of industry experience. He has worked at Patten and Patten, Inc. since 2011. Patten and Patten provides discretionary investment management to individuals, families, retirement plans, trusts, family partnerships, endowments, foundations, and other institutional accounts. The firm employs an active, valuation-driven investment approach focused on large- and mid-cap equities and investment-grade fixed income, typically managing 30–40 equity positions with low turnover.

Neill Hatcher is a financial advisor with Innovative Advisory Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill Lynch, Purshe Kaplan Sterling Investments, and Summit Financial. Outside of his advisory work, he volunteers with the Alabama Golf Association assisting with golf tournaments, scoring, and rules. Innovative Advisory Partners, LLC serves individuals and high-net-worth clients, focusing on business-minded professionals and intergenerational planning. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing model strategies and a held-away asset aggregation platform to provide comprehensive wealth management and client education.

Ashley Stroud is a CFP® and holds a Series 63 license with four years of industry experience. She is currently with Pathview Wealth Advisors, having joined in 2024, and previously worked at Rowling & Associates LLC and Pure Financial Advisors, Inc. Pathview Wealth Advisors provides investment supervisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm manages approximately $580 million, focusing on asset allocation and fundamental analysis through discretionary portfolio management and also offers in-house tax preparation supervised by a licensed CPA.